# Kistler Instrument Corporation 401(k) Plan
Source: https://planprovider.pro/companies/kistler-instrument-corporation-401k-plan

> Kistler Instrument Corporation&#39;s 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Kistler Instrument Corporation

- **Sponsor EIN:** 160991726

- **Sponsor Address:** 75 JOHN GLENN DR, AMHERST, NY, 142282171

- **Plan Type:** 401(k)

- **Total Participants:** 137

- **Total Assets:** $22.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|137|$22.4M|$522,178|$1.1M|

| 2023|128|$21.2M|$436,998|$950,373|

| 2022|125|$18.9M|$400,165|$899,876|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$76,099|—|$76,099|

| UBS FINANCIAL SERVICES INC|INVESTMENT ADVISORY|—|$41,921|$41,921|

| BROCK, SCHECHTER & POLAK|ACCOUNTANT|$11,600|—|$11,600|

| BROCK, SCHECHTER & POLAKOFF, LLP|Auditor|$11,600|—|$11,600|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $141,220

- **Estimated Expense Ratio:** 0.631% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$87,699|—|$76,099|$11,600|—|

| 2023|$69,087|—|$69,087|—|—|

| 2022|$67,621|—|$67,621|—|—|

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